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For Subscription25 to work properly it is important to make sure that the accounts you are selling to in an administration have a debtor number for that administration. |
1. Accounts
On the account page layout, we should either add some fields or use the default Subscription25 page layout. This includes fields regarding the payment method and payment term, digital invoicing (via e-mail) and do we need to consolidate the email.
It is important to add these fields to the page layout of account
Also, add the Manage Debtor Numbers button to the page layout
For the related lists a couple should be available there as well:
Orders
Invoices
Contracts
Manage Debtor Numbers
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The manage debtor numbers page allows you to add debtor numbers to an account in Salesforce per administration. If you have a synchronisation set up you will see the details in the external financial system and it allows you to either synchronise or create a record in this system. |
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